Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,009 | $43,344-46.9% | $59,899-61.6% | $64,173-64.1% |
| Participation rate | 91.2% | 69.2%+22.0pp | 74.7%+16.5pp | 69.6%+21.6pp |
| Annual return | -4.14% | -1.55%-2.6pp | 3.46%-7.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,486 | $2,030+22.5% | $2,723-8.7% | $2,381+4.4% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,159 | $3,008+5.0% | $3,592-12.1% | $4,887-35.4% |